Reports725 results
January Gaming Roundup
In stark contrast to last month’s Web3 Gaming Roundup, January 2023 set the stage for what could potentially be a great Q1 for the sector. Many of the top gaming tokens have seen triple-digit growth o...
20 Min
Gaming
Feb 2023
Markets Setup for Rollercoaster Ride in 2023
Recent increases in global liquidity have been a driving factor in this year's market rally. There is evidence supporting potential trend continuation in the coming weeks, as there are still multiple...
9 Min
Global Macro Themes
Feb 2023
Following the Market's Footprints: Order Flow Explained
When playing a new game, the first thing people usually do is learn the rules and game mechanics. Sometimes there are very few rules and the mechanics are simple. Other times, the game is more dynamic...
28 Min
Financial Market Themes
Feb 2023
Frax Finance: Examining The Protocol’s Holy Trinity of De-Fi
Frax Finance is a household name for seasoned DeFi users. In the last year, they’ve launched Fraxlend and Fraxswap alongside several other products. This post will look at Frax’s newer product launche...
11 Min
Algorithmic Stablecoins
Feb 2023
Aave: A Review Of The Fundamentals
In our Year Ahead report for DeFi, we examined the thesis for so-called DeFi blue chips and their ability to bounce back from a tough year. Aave is one of those projects, and one that virtually everyo...
14 Min
Lending / Borrowing
Jan 2023
The Wallet Wars
In our Year Ahead report, we mentioned access control/wallets as a major theme. This report will expand on the topic and look at the full picture from the perspective of wallet strategies, roadmaps, r...
41 Min
Infrastructure
Jan 2023
Market Note: SOL Surges and Stalls
Many had written off Solana as yet another hyped L1 narrative play from this cycle. However, the most recent rally has left many market participants sidelined and speechless. The “up only” regime on a...
10 Min
Macro & Markets
Jan 2023
Heads or Thales: Exploring the Potential of Positional Parimutuel Markets
Thales is leveraging the power of parimutuel markets to build easy-to-understand derivatives, prediction markets, and sports betting. This report will analyze what makes Thales unique from its predece...
26 Min
Options
Jan 2023
Market Note: LTC Shows Relative Strength Amid Market Chaos
Before the first murmurs of an “echo bubble” could be heard, LTC began its move higher while the broader market struggled to maintain its footing. Seemingly nothing was immune to the FTX implosion and...
9 Min
Macro & Markets
Jan 2023
Delphi Office Hours Call (January 19th, 2023)
Join this week's call with our research analysts to discuss crypto developer data, the echo bubble thesis, X2Y2's NFT lending growth, liquid staking derivatives, and more....
1 Min
Macro & Markets
Jan 2023
From 1 to 100: What the Future Holds for DEXs
The issues that plagued centralized exchanges (CEX) in their infancy have still not been eradicated. In the grand scheme of things, we’ve made some vast improvements to CEX performance. Some are bette...
9 Min
AMM
Jan 2023
OpenSea transacted $242.2M in November compared to $295.8M in October, representing an 18% decrease over the previous month. There were notable developments in the broader NFT ecosystem, however....
14 Min
NFT Marketplace
Jan 2023
From Dutch Auctions to Open Editions: A Deep Dive Into NFT Distribution Models
Unlike fungible tokens, which capture value from products but don’t create value directly, NFTs are often the products themselves -- consider Fidenzas, CryptoPunks, and music NFTs. This makes the toke...
22 Min
NFTs
Jan 2023
Bitcoin Update: Reflecting on 2022 and the Future
The past year was a tumultuous one for Bitcoin, with usage stagnating and miners facing increasing pressure. But there were positives as well, like the introduction of Taro....
14 Min
Proof-of-Work
Jan 2023
The Future of ETH Liquid Staking
In this report, we analyze the ETH staking market from a business and financial perspective. The end goal of this exercise is to try and ascertain these protocols' potential for value generation....
15 Min
Liquid Staking
Jan 2023
Delphi Office Hours Call (January 5th, 2023)
Join us as we discuss the most important themes, narratives, and projects to look for in 2023....
1 Min
Macro & Markets
Jan 2023
December Gaming Roundup
There is little in the way of bullish news when it comes to the current state of Web3 gaming. With that in mind, we'll go over what happened in the markets and zoom out to look at Q4’s overall perform...
14 Min
Gaming
Jan 2023
The Great Reset: Navigating Crypto in 2023
We titled this year’s report The Great Reset because we believe that’s what 2022 represented for crypto – a great reset in prices, expectations, and speculative interest all across the industry. Every...
DeFi
Jan 2023
Real-World Assets in Decentralized Finance
Although protocols using RWAs currently comprise a small part of DeFi, the potential of this sector has a high ceiling....
11 Min
Money Markets
Jan 2023
An Urbit in Our Stars
There is much myth and mystery surrounding Urbit. Is it an OS? Is it a social network? Is it worth looking into? This report throws back the veil on this mysterious project and sheds some light on wha...
36 Min
Storage
Dec 2022